WhitTier Trust Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14M | Sell |
393,352
-1,806
| -0.5% | -$62.2K | 0.26% | 85 |
|
|
2026
Q1 | $12.4M | Buy |
395,158
+38,955
| +11% | +$1.24M | 0.26% | 85 |
|
|
2025
Q4 | $11.2M | Buy |
356,203
+81
| +0% | +$2.42K | 0.23% | 91 |
|
|
2025
Q3 | $10.7M | Sell |
356,122
-6,750
| -2% | -$196K | 0.23% | 92 |
|
|
2025
Q2 | $10.2M | Sell |
362,872
-20,242
| -5% | -$534K | 0.23% | 92 |
|
|
2025
Q1 | $10M | Buy |
383,114
+12,350
| +3% | +$344K | 0.25% | 87 |
|
|
2024
Q4 | $10.3M | Sell |
370,764
-129
| -0% | -$3.68K | 0.25% | 87 |
|
|
2024
Q3 | $10.3M | Sell |
370,893
-6,441
| -2% | -$171K | 0.27% | 88 |
|
|
2024
Q2 | $9.79M | Sell |
377,334
-1,137
| -0.3% | -$29.7K | 0.27% | 83 |
|
|
2024
Q1 | $10.3M | Sell |
378,471
-1,398
| -0.4% | -$35.7K | 0.29% | 81 |
|
|
2023
Q4 | $9.54M | Buy |
379,869
+56,052
| +17% | +$1.28M | 0.31% | 83 |
|
|
2023
Q3 | $7.31M | Buy |
323,817
+3,300
| +1% | +$78.2K | 0.26% | 90 |
|
|
2023
Q2 | $7.59M | Sell |
320,517
-255
| -0.1% | -$5.75K | 0.26% | 91 |
|
|
2023
Q1 | $7.25M | Buy |
320,772
+918
| +0.3% | +$21.1K | 0.27% | 88 |
|
|
2022
Q4 | $7M | Buy |
319,854
+98,598
| +45% | +$2.16M | 0.28% | 85 |
|
|
2022
Q3 | $4.46M | Buy |
221,256
+2,004
| +0.9% | +$44.7K | 0.19% | 121 |
|
|
2022
Q2 | $4.58M | Buy |
219,252
+27,852
| +15% | +$643K | 0.19% | 122 |
|
|
2022
Q1 | $4.84M | Sell |
191,400
-2,025
| -1% | -$50.8K | 0.18% | 122 |
|
|
2021
Q4 | $5.19M | Sell |
193,425
-810
| -0.4% | -$21.6K | 0.19% | 118 |
|
|
2021
Q3 | $4.96M | Sell |
194,235
-945
| -0.5% | -$24.7K | 0.2% | 115 |
|
|
2021
Q2 | $5.09M | Sell |
195,180
-3,690
| -2% | -$95.3K | 0.21% | 110 |
|
|
2021
Q1 | $4.93M | Sell |
198,870
-3,045
| -2% | -$73.9K | 0.22% | 108 |
|
|
2020
Q4 | $4.59M | Buy |
201,915
+2,262
| +1% | +$47.2K | 0.23% | 103 |
|
|
2020
Q3 | $3.69M | Buy |
199,653
+22,260
| +13% | +$412K | 0.21% | 106 |
|
|
2020
Q2 | $3.11M | Sell |
177,393
-332,301
| -65% | -$5.42M | 0.2% | 114 |
|
|
2020
Q1 | $7.16M | Sell |
509,694
-70,821
| -12% | -$1.3M | 0.55% | 48 |
|
|
2019
Q4 | $11.6M | Buy |
580,515
+5,061
| +0.9% | +$98K | 0.74% | 34 |
|
|
2019
Q3 | $10.8M | Buy |
575,454
+17,163
| +3% | +$324K | 0.76% | 34 |
|
|
2019
Q2 | $10.6M | Buy |
558,291
+40,800
| +8% | +$763K | 0.76% | 35 |
|
|
2019
Q1 | $9.55M | Buy |
517,491
+32,799
| +7% | +$586K | 0.71% | 36 |
|
|
2018
Q4 | $7.74M | Buy |
484,692
+478,599
| +7,855% | +$8.36M | 0.64% | 42 |
|
|
2018
Q3 | $117K | Hold |
6,093
| – | – | 0.01% | 460 |
|
|
2018
Q2 | $111K | Buy |
6,093
+4,053
| +199% | +$73.3K | 0.01% | 466 |
|
|
2018
Q1 | $36K | Buy |
+2,040
| New | +$36.6K | ﹤0.01% | 672 |
|
Other funds holding SCHM
MGIA
AA
LWMT
WhitTier Trust Company's SCHM Position: Q2 2026 in Review
WhitTier Trust Company reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.46% in Q2 2026, selling an estimated $62.2K and leaving 393,352 shares worth $14M. The position accounts for 0.26% of the portfolio, ranked #85.
WhitTier Trust Company first reported a position in SCHM in Q1 2018 and has held it in 34 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- WhitTier Trust Company held 393,352 shares of Schwab US Mid-Cap ETF worth $14M as of Q2 2026.
- WhitTier Trust Company sold 1,806 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $62.2K.
- Schwab US Mid-Cap ETF made up 0.26% of WhitTier Trust Company's portfolio in Q2 2026, its #85 holding.
- WhitTier Trust Company first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.